Mark proposal subitems as won and create activity
Mark proposal subitems as won and create activity
Your proposal items remain open when deals close, leaving reps without closure or next steps for onboarding. Mark won items and log an activity so teams can begin onboarding same day.
Overview
When a deal is marked won, your proposal records need to reflect that closure immediately and trigger next steps for onboarding. This flow marks subitems as won and logs activities so reps and coordinators can start onboarding same day.